3 / 5 Stars
3 3 3 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#12 in Global Real Estate
U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.06 percent over the past year, 13.90 percent over the past three years, and 2.13 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||2.7%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||2.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund normally invests at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of issuers that are principally engaged in the real estate industry. At least 40% of the fund's portfolio will be composed of investments in issuers that are economically tied to at least three different countries, including the United States. The sub-adviser may engage in frequent and active trading of fund investments. The fund is non-diversified.
Fees are High compared to funds in the same category.
Transamerica Global Real Estate Securities Fund has an expense ratio of 0.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.